Automated nCino New Application Intake Routing
WebRun monitors nCino throughout the day for new commercial loan applications, reads the loan type, requested amount, and borrower details for each new submission, logs the intake in Airtable, and posts a routing alert to the lending manager in Slack so the right loan officer is assigned and the deal moves into the pipeline within hours of the application arriving.
How do I automatically route new loan applications from nCino to the right officer?
WebRun monitors nCino every 15 minutes and detects new commercial loan applications as they arrive. For each new submission, it logs the intake in Airtable and posts a routing alert to the lending manager in Slack with the loan type, amount, and borrower details. The manager assigns an officer, and the deal moves into the pipeline within hours of the application landing.
- New applications are flagged for officer assignment within 15 minutes of submission
- No application sits in an unassigned queue overnight
- The Airtable intake log provides a complete record of every application received and when it was routed
Built for commercial lending managers · loan officers · community banks · credit unions
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.ncino.comin a real browser with your saved login - no setup, no API keys. -
1
nCino - detect new commercial loan applications
ncino.com
WebRun opens nCino to detect new commercial loan applications. - Open nCino and navigate to the loan pipeline or new application queue
- Identify applications submitted since the last run that have not yet been assigned to a loan officer
- Capture the borrower name, loan type, requested amount, and submission timestamp for each
Done when Every new, unassigned commercial loan application submitted since the last check is captured with its details.
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2
Airtable - log the new application intake
airtable.com
WebRun opens Airtable to log the new application intake. - Open the loan intake log Airtable base
- Add a new row for each incoming application with the borrower name, loan type, amount, submission time, and routing status
- Set the routing status to Pending until the lending manager assigns an officer
Done when Every new application is logged in Airtable with a Pending routing status.
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3
Slack - post a routing alert to the lending manager
slack.com
WebRun opens Slack to post a routing alert to the lending manager. - Post a routing alert to the lending manager channel in Slack for each new application
- Include the loan type, requested amount, and borrower name in the alert
- Ask the lending manager to reply with the assigned officer's name so the Airtable record can be updated
Done when The lending manager has received a Slack routing alert for each new application and knows it is waiting for officer assignment.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it assign a loan officer to the application in nCino automatically?
No. WebRun alerts the lending manager in Slack so a human makes the assignment. The manager's reply updates the Airtable log, and the officer assignment in nCino is made by the manager directly.
Does it contact the applicant to acknowledge receipt?
No. All applicant communication is handled by the assigned loan officer once the routing is complete. WebRun handles only the internal intake and routing alert.
How quickly does it detect a new application?
WebRun checks nCino every 15 minutes during business hours, so new applications typically appear in Slack within 15 minutes of submission, keeping the average time-to-assignment well under an hour.
Related templates
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